FMP
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Financial Management Professionals’s Essex Property Trust ESS Stock Holding History

Financial Management Professionals’s Portfolio ESS Stock Details ESS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$286 – 976
2025
Q2 		$286 Sell
1
-2
-67% -$562 ﹤0.01% 959
2025
Q1 		$920 Buy
3
+2
+200% +$584 ﹤0.01% 824
2024
Q4 		$285 Buy
+1
New +$295 ﹤0.01% 940
2022
Q2 		– Sell
-13
Closed -$4K – 984
2022
Q1 		$4K Buy
13
+8
+160% +$2.67K ﹤0.01% 665
2021
Q4 		$2K Hold
5
– – ﹤0.01% 713
2021
Q3 		$2K Hold
5
– – ﹤0.01% 710
2021
Q2 		$2K Buy
+5
New +$1.48K ﹤0.01% 670
2020
Q3 		– Sell
-2
Closed – – 610
2020
Q2 		$0 Buy
+2
New +$479 ﹤0.01% 602

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Management Professionals's ESS Position: Q3 2025 in Review

Financial Management Professionals sold out of Essex Property Trust (ESS) in Q3 2025, closing a stake of 1 share — an estimated $286 sold.

Financial Management Professionals first reported a position in ESS in Q2 2020 and held it in 8 quarters. The position peaked at $4K in Q1 2022. 608 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

  • Financial Management Professionals reported no remaining Essex Property Trust position as of Q3 2025 after selling out during the quarter.
  • Financial Management Professionals sold 1 Essex Property Trust share in Q3 2025, an estimated $286.
  • Financial Management Professionals first reported a position in Essex Property Trust in Q2 2020 and held it in 8 quarters.
  • Financial Management Professionals's Essex Property Trust position peaked at $4K in Q1 2022.
  • 608 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.